Datadog's stock jumps 15%+ after it reported Q3 revenue up 28% YoY to $885.7M, above $852.8M est., and forecasted Q4 revenue at $912M to $916M, above $877M est. (Jaures Yip/CNBC)

TechmemeThursday, November 6, 2025 at 5:01:10 PM
Datadog's stock jumps 15%+ after it reported Q3 revenue up 28% YoY to $885.7M, above $852.8M est., and forecasted Q4 revenue at $912M to $916M, above $877M est. (Jaures Yip/CNBC)

Datadog's stock jumps 15%+ after it reported Q3 revenue up 28% YoY to $885.7M, above $852.8M est., and forecasted Q4 revenue at $912M to $916M, above $877M est. (Jaures Yip/CNBC)

Datadog's stock surged over 15% following the company's impressive Q3 earnings report, which revealed a 28% year-over-year revenue increase to $885.7 million, surpassing estimates of $852.8 million. The company also provided a strong forecast for Q4, expecting revenue between $912 million and $916 million, exceeding the $877 million estimate. This positive performance highlights Datadog's growth and resilience in the tech sector, making it a noteworthy player in the market.
— via World Pulse Now AI Editorial System

Was this article worth reading? Share it

Recommended Readings
David Sacks says there will be "no federal bailout for AI", as the US has at least five major AI companies and "if one fails, others will take its place" (Ashley Capoot/CNBC)
NeutralArtificial Intelligence
David Sacks recently stated that there will be no federal bailout for artificial intelligence companies, emphasizing that the U.S. has at least five major players in the AI sector. He believes that if one company fails, others will step in to fill the gap. This perspective highlights the resilience of the AI industry and suggests that it can withstand challenges without government intervention, which is significant for investors and stakeholders in the tech space.
OpenAI CFO Sarah Friar clarifies the startup is not seeking a government "backstop" for its infrastructure deals, saying her use of the word "muddied the point" (Ashley Capoot/CNBC)
NeutralArtificial Intelligence
OpenAI's CFO, Sarah Friar, recently clarified that the company is not looking for a government 'backstop' for its infrastructure deals. This statement comes after some confusion regarding her previous comments, which she acknowledged may have 'muddied the point.' This clarification is significant as it highlights OpenAI's stance on maintaining independence in its operations and funding, which could impact investor confidence and the company's future partnerships.
Duolingo stock falls 25%+ after saying it expects bookings to range between $329.5M and $335.5M this quarter, falling short of a $344.3M estimate (Samantha Subin/CNBC)
NegativeArtificial Intelligence
Duolingo's stock has taken a significant hit, dropping over 25% after the company announced it expects its bookings for the quarter to be between $329.5 million and $335.5 million, which is below the anticipated $344.3 million. This shortfall has raised concerns among investors about the company's growth trajectory and financial health, making it a crucial moment for Duolingo as it navigates these challenges.
Google says Ironwood, its seventh-gen TPU, will launch in the coming weeks and is more than 4x faster than its sixth-gen TPU; it comes in a 9,216-chip config (CNBC)
PositiveArtificial Intelligence
Google has announced the upcoming launch of its seventh-generation TPU, named Ironwood, which promises to be over four times faster than the previous generation. This significant upgrade, featuring a 9,216-chip configuration, positions Google to better compete with industry leader Nvidia in the AI and machine learning space. The advancements in processing power could lead to faster and more efficient applications, making it an exciting development for tech enthusiasts and businesses alike.
Figma reports Q3 revenue up 38% YoY to $274.2M, vs. $265.2M est., adjusted operating margin of 12%, vs. 6.5% est., and forecasts Q4 revenue above estimates (Jordan Novet/CNBC)
PositiveArtificial Intelligence
Figma has reported a remarkable 38% year-over-year increase in revenue for Q3, reaching $274.2 million, surpassing estimates of $265.2 million. The company's adjusted operating margin also improved significantly to 12%, compared to the expected 6.5%. This strong performance not only highlights Figma's growth trajectory but also sets a positive tone for the upcoming quarter, as the company forecasts Q4 revenue to exceed expectations. Such results are crucial as they reflect Figma's increasing market presence and the growing demand for its design tools.
Robinhood reports Q3 revenue up 100% YoY to $1.27B, vs. $1.19B est., transaction-based revenue up 129% to $730M, vs. $739M est., and net income up 271% to $556M (MacKenzie Sigalos/CNBC)
PositiveArtificial Intelligence
Robinhood has reported a remarkable 100% year-over-year increase in Q3 revenue, reaching $1.27 billion, surpassing estimates. The company's transaction-based revenue also saw a significant rise of 129%, totaling $730 million. Additionally, net income soared by 271% to $556 million. This impressive financial performance highlights Robinhood's growing influence in the trading sector and reflects a strong demand for its services, making it a key player in the financial technology landscape.
DoorDash reports Q3 revenue up 27% YoY to $3.45B, vs. $3.36B est., and total orders up 21% to 776M, vs. 770.13M est.; DASH drops 18%+ after hours (Chris Eudaily/CNBC)
NegativeArtificial Intelligence
DoorDash has reported a 27% year-over-year increase in revenue for Q3, reaching $3.45 billion, surpassing estimates. However, despite the growth in total orders, which rose by 21% to 776 million, the company's stock, DASH, plummeted over 18% in after-hours trading. This drop raises concerns among investors about the sustainability of DoorDash's growth and its market performance, highlighting the volatility often seen in tech stocks.
Qualcomm reports Q4 revenue up 10% to $11.27B, vs. $10.79B est., handsets revenue up 14% to $6.96B, and forecasts Q1 revenue above estimates (Ari Levy/CNBC)
PositiveArtificial Intelligence
Qualcomm has reported a strong Q4 performance, with revenue rising 10% to $11.27 billion, surpassing estimates of $10.79 billion. Handset revenue also saw a significant increase of 14%, reaching $6.96 billion. This positive trend is crucial as it indicates robust demand for Qualcomm's products and sets a promising outlook for the upcoming quarter, with forecasts suggesting revenue will exceed expectations. Such growth not only reflects the company's resilience in a competitive market but also boosts investor confidence.